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Training on how to edit fields and forms

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Posted on by Kim

Hello,

I'm new to Dynamics 365 Sales and also new to my company. I was a Salesforce Administrator user previously and now am looking for training resources to help me understand how to edit/add/delete fields within the Dynamics 365 Sales platform. I have been assigned an administrator role so I should have access to what I need. Can you please help me?

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Community Member Microsoft Employee on at

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RE: Training on how to edit fields and forms

Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance!:)
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xcode17 460 on at

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RE: Training on how to edit fields and forms

This is very clear
xcode17 460 on at

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RE: Training on how to edit fields and forms

Hi Kim,

Leah already provide you with the best and clear explanation.
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Community Member Microsoft Employee on at

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RE: Training on how to edit fields and forms

Hi Kim,

Two ways you can achieve it:

1.Go Settings > Customizations > Customize the system > Entities > expand one entity:

Create or edit a field in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Add field to a form in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

2.Go Power Apps(https://make.powerapps.com/ ), select correct environment and expand 'Data', click 'Tables' and select one table you need.

Fields overview in Power Apps (contains video) - Power Apps | Microsoft Docs

Add, configure, move, or delete columns on a form - Power Apps | Microsoft Docs

Notes: